FBGRX vs. FDGRX

The year-to-date returns for both stocks are quite close, with FBGRX having a 36.05% return and FDGRX slightly lower at 34.65%. Over the past 10 years, FBGRX has outperformed FDGRX with an annualized return of 13.86%, while FDGRX has yielded a comparatively lower 13.09% annualized return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

Both FBGRX and FDGRX have an expense ratio of 0.79%.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Blue Chip Growth Fund (FBGRX) and Fidelity Growth Company Fund (FDGRX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

The current FBGRX Sharpe Ratio is 2.27, which is comparable to the FDGRX Sharpe Ratio of 1.95. The chart below compares the historical Sharpe Ratios of FBGRX and FDGRX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FBGRX's dividend yield for the trailing twelve months is around 0.20%, while FDGRX has not paid dividends to shareholders.

The maximum FBGRX drawdown since its inception was -57.42%, smaller than the maximum FDGRX drawdown of -71.50%. Use the drawdown chart below to compare losses from any high point for FBGRX and FDGRX. For additional features, visit the drawdowns tool.

Fidelity Blue Chip Growth Fund (FBGRX) and Fidelity Growth Company Fund (FDGRX) have volatilities of 5.55% and 5.57%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.